Experience

O'Brien Wealth Management, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Intern at O'Brien Wealth Management

  • Jun 2022 - Present

  At O’Brien Wealth Management I obtained business acumen and practical experience in the Private Banking business, while engaging directly with ultra-high net worth clients in prep for portfolio performance reviews. In addition, I was trusted with CID managing data imports into proprietary CRM system. On the job, I had extensive use of Excel, technology systems (Unum, RedTail CRM, Voya, Nationwide), and web platform. At O’Brien Wealth Management I obtained business acumen and practical experience in the Private Banking business, while engaging directly with ultra-high net worth clients in prep for portfolio performance reviews. In addition, I was trusted with CID managing data imports into proprietary CRM system. On the job, I had extensive use of Excel, technology systems (Unum, RedTail CRM, Voya, Nationwide), and web platform.



Holy Innocents Elementary School

• Neptune, New Jersey, United States

• Assistant

  • Jul 2021 - Aug 2021

  At Holy Innocents Charter School I worked as a teacher’s assistant during summer school. I used my bilingual skills to help translate English to Spanish for ESL students, so they could better understand concepts. At Holy Innocents Charter School I worked as a teacher’s assistant during summer school. I used my bilingual skills to help translate English to Spanish for ESL students, so they could better understand concepts.



Beach Tavern

• United States
• Food & Beverages
• 1 - 100 Employee

• Hostess

  • Jun 2021 - Aug 2021

  I worked as a Hostess at a seafood restaurant part-time. I aided younger employees in understanding managing clients at the door. I worked as a Hostess at a seafood restaurant part-time. I aided younger employees in understanding managing clients at the door.



Orlando’s Pizzeria

• Colts Neck, New Jersey, United States

• Waitress

  • May 2020 - Feb 2021

  I worked as a cashier, and waitress at my local pizzeria. I was able to gain experience in managing clients both in person and over the phone. I worked as a cashier, and waitress at my local pizzeria. I was able to gain experience in managing clients both in person and over the phone.